Plan Snapshot
- Plan Sponsor: Optimizely North America INC.
- Sponsor EIN: 020497493
- Sponsor Address: 200 TRAFALGAR SQ UNIT 200, NASHUA, NH, 03063
- Plan Type: 401(k)
- Total Participants: 505
- Total Assets: $74.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 505 | $74.6M | $2.6M | $6.9M |
| 2023 | 523 | $62.6M | $2.6M | $7.1M |
| 2022 | 564 | $48.8M | $4.0M | $7.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,500
- Estimated Expense Ratio: 0.017% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $222,872 | — | $300 | $12,500 | — |
| 2023 | $290,646 | $67,640 | $300 | $17,600 | — |
| 2022 | $229,694 | — | — | — | — |